+44.2%
EOSE vs PTEN
-3.7%
+47.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +1.8% | +3.5% | -1.7% | +1.0% |
| 30D | -6.8% | +17.5% | -24.4% | -10.2% |
| 3M | -36.3% | +12.7% | -49.0% | -38.4% |
| 6M | -38.8% | +33.1% | -71.8% | -44.6% |
| YTD | -65.5% | +116.4% | -182.0% | -73.5% |
| 1Y | -45.3% | +141.2% | -186.5% | -59.5% |
| 3Y | +44.2% | -3.8% | +48.0% | +29.7% |
| All | +44.2% | -3.7% | +47.9% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling